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How Do I Grant Support Access to My Grow Account?

Objective:

  • How to grant access for Grow account provisioning
  • How to give a Clio Support Representative temporary access to my Grow account?
  • How to allow access for forms and docs setup in Clio Grow 
  • How Long is Access Granted for?

Environment:

  • Clio Grow

Additional Information:

Procedure:

  1. In Clio Grow, go into Settings 
  2. Click on Personal
  3. Scroll down to the section labeled Support Access
  4. Click on the blue button labeled Grant Access

Granting access will authorize a Clio support agent to log in with your credentials. A single access grant is valid for two weeks and will expire 7 days after it is first used.

 

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